+1,719.7%
BEN vs WWD
+14,867.0%
-13,147.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.0% |
| 7D | +12.1% | +0.4% | +11.7% | +12.0% |
| 30D | +13.4% | -0.4% | +13.8% | +13.5% |
| 3M | +9.4% | -6.1% | +15.5% | +11.7% |
| 6M | +19.3% | -9.5% | +28.8% | +22.8% |
| YTD | +57.3% | +10.8% | +46.4% | +48.0% |
| 1Y | +69.1% | +23.5% | +45.6% | +51.7% |
| 3Y | +85.6% | +151.3% | -65.6% | +21.8% |
| 5Y | +32.9% | +187.8% | -154.9% | -18.6% |
| 10Y | +58.3% | +461.1% | -402.8% | -29.2% |
| All | +1,719.7% | +14,867.0% | -13,147.3% | +285.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling